An anonymous reader quotes a report from CNBC: Korean semiconductor giant Samsung said Thursday that it plans to buy and deploy a cluster of 50,000 Nvidia graphics processing units to improve its chip manufacturing for mobile devices and robots. The 50,000 Nvidia GPUs will be used to create a facility Samsung is calling an "AI Megafactory." Samsung didn't provide details about when the facility would be built. It's the latest splashy partnership for Nvidia, whose chips remain essential for building and deploying advanced artificial intelligence. [...]

On Thursday, Nvidia representatives said they will work with Samsung to adapt the Korean company's chipmaking lithography platform to work with Nvidia's GPUs. That process will results in 20 times better performance for Samsung, the Nvidia representatives said. Samsung will also use Nvidia's simulation software called Omniverse. Known for its mobile phones, Samsung also said it would use the Nvidia chips to run its own AI models for its devices. In addition to being a partner and customer, Samsung is also a key supplier for Nvidia. Samsung makes the kind of high-performance memory Nvidia uses in large quantities, alongside its AI chips, called high bandwidth memory. Samsung said it will work with Nvidia to tweak its HBM4 memory for use in AI chips.

An anonymous reader quotes a report from Reuters: Substrate, a small U.S. startup, said on Tuesday that it had developed a chipmaking tool capable of competing with the most advanced lithography equipment made by Dutch firm ASML. Substrate's tool is the first step in the startup's ambitious plan to build a U.S.-based contract chip-manufacturing business that would compete with Taiwan's TSMC in making the most advanced AI chips, its CEO James Proud told Reuters in an interview. Proud wants to slash the cost of chipmaking by producing the tools needed much more cheaply than rivals. [...]

An engineering feat that has eluded even large companies, lithography needs extreme precision. ASML is the only company in the world that has been able to make at scale the complex tools that use extreme ultraviolet (EUV) to produce patterns on silicon wafer at a high rate of throughput. Substrate said that it has developed a version of lithography that uses X-ray light and is capable of printing features at resolutions that are comparable to the most advanced chipmaking tools made by ASML that cost more than $400 million apiece. The company said it has conducted demonstrations at U.S. National Laboratories and at its facilities in San Francisco. The company provided high resolution images that demonstrate the Substrate tool's capabilities. "This is an opportunity for the U.S. to recapture this market with a homegrown company," Oak Ridge National Laboratory director Stephen Streiffer, an expert on high-energy x-ray beams, said in an interview. "It's a nationally important effort and they know what they're doing."

Nvidia is taking a $1 billion stake in Nokia, sending the Finnish telecom giant's shares up 22%. The two companies also struck a partnership to co-develop next-generation 6G and AI-driven networking technology. CNBC reports: The two companies also struck a strategic partnership to work together to develop next-generation 6G cellular technology. Nokia said that it would adapt its 5G and 6G software to run on Nvidia's chips, and will collaborate on networking technology for AI. Nokia said Nvidia would consider incorporating its technology into its future AI infrastructure plans. Nokia, a Finnish company, is best known for its early cellphones, but in recent years, it has primarily been a supplier of 5G cellular equipment to telecom providers.

Nvidia chief executive Jensen Huang said that maintaining the US edge in AI will require a steady approach that ensures China remains hooked on American technology. From a report: The chipmaker is in an "awkward place" as President Donald Trump prepares to meet with his Chinese counterpart Xi Jinping later this week, Huang told reporters Tuesday at a company conference in Washington. The Nvidia chief praised Trump's commitment to winning but urged careful engagement with China because of the country's massive software developer base and its growing technology capabilities.

During the meeting, Trump and Xi are expected to finalize an agreement to ease trade tensions between the world's two largest economies. When it comes to those negotiations, Huang said he has "no idea" if GPUs -- the chips central to artificial intelligence capabilities -- will be a topic between Trump and Xi.

Huang was careful to leave the negotiating to Trump but encouraged US leadership to think longer term on its overall AI strategy. "A policy that causes America to lose half of the world's developers is not beneficial long-term," Huang said, warning that it was still possible for the US to cede the AI race to China. Keeping US technology in front requires finesse," he said. "It requires balance. It requires long-term thinking."

Nvidia became the world's first $5 trillion company on Wednesday after its stock climbed 5% in early Wall Street trading to push its market capitalization to $5.13 trillion. The Silicon Valley chipmaker reached the milestone three months after hitting $4 trillion and three years after it was valued at roughly $400 billion before the debut of ChatGPT.

Nvidia chief executive Jensen Huang said Tuesday that Nvidia had secured half a trillion dollars in orders for its AI chips over the next five quarters. The stock had already gained 5% on Tuesday and added more than $200 billion to its market value. President Donald Trump said Wednesday he planned to discuss Nvidia's Blackwell chip with China's President Xi Jinping when the two leaders meet later this week. Nvidia's latest generation of graphics processing units is not currently available in China because of US export controls. The company's shares have risen more than 85% in the past six months.

Qualcomm has entered the AI data center chip race with its new AI200 and AI250 accelerators, directly challenging Nvidia and AMD's dominance by promising lower power costs and high memory capacity. CNBC reports: The AI chips are a shift from Qualcomm, which has thus far focused on semiconductors for wireless connectivity and mobile devices, not massive data centers. Qualcomm said that both the AI200, which will go on sale in 2026, and the AI250, planned for 2027, can come in a system that fills up a full, liquid-cooled server rack. Qualcomm is matching Nvidia and AMD, which offer their graphics processing units, or GPUs, in full-rack systems that allow as many as 72 chips to act as one computer. AI labs need that computing power to run the most advanced models.

Qualcomm's data center chips are based on the AI parts in Qualcomm's smartphone chips called Hexagon neural processing units, or NPUs. "We first wanted to prove ourselves in other domains, and once we built our strength over there, it was pretty easy for us to go up a notch into the data center level," Durga Malladi, Qualcomm's general manager for data center and edge, said on a call with reporters last week.

Data centers were typically "hulking, chilly buildings lined with stacks of computing gear and bundles of wiring," writes the Washington Post. But "AI experts say that the hubs for computers that power AI are different from the data centers that deliver your Netflix movies and Uber rides. They use a different mix of computer chips, cost a lot more and need a lot more energy.

"The question is whether it's necessary and illuminating to rebrand AI-specialized data centers, or if calling them 'AI factories' is just marketing hogwash." The AI computer chip company Nvidia seems to have originated the use of "AI factories." CEO Jensen Huang has said that the term is apt because similar to industrial factories, AI factories take in raw materials to produce a product... The term is spreading. Sam Altman, CEO of ChatGPT parent company OpenAI, recently said that he wants a "factory" to regularly produce more building blocks for AI. Crusoe, a start-up that's erecting a mammoth "Stargate" data center in Texas, calls itself the "AI factory company." The prime minister of Bulgaria recently touted an "AI factory" in his country...

Alex Hanna, director of research at the Distributed AI Research Institute and co-author the book, "The AI Con," had a more pessimistic view of the term "AI factories." She said that it's a way to deflect the negative connotations of data centers. Some people and politicians blame power-hungry computing hubs for driving up residential electric bills, spewing pollution, draining drinking water and producing few permanent jobs.

An AI system "apparently mistook a high school student's bag of Doritos for a firearm," reports the Guardian, "and called local police to tell them the pupil was armed." Taki Allen was sitting with friends on Monday night outside Kenwood high school in Baltimore and eating a snack when police officers with guns approached him. "At first, I didn't know where they were going until they started walking toward me with guns, talking about, 'Get on the ground,' and I was like, 'What?'" Allen told the WBAL-TV 11 News television station.

Allen said they made him get on his knees, handcuffed and searched him — finding nothing. They then showed him a copy of the picture that had triggered the alert. "I was just holding a Doritos bag — it was two hands and one finger out, and they said it looked like a gun," Allen said.
Thanks to Slashdot reader Bruce66423 for sharing the article.

IBM announced that its quantum error-correction algorithm can now run in real time on standard AMD field-programmable gate array (FPGA) chips -- a major step toward making quantum computing more practical and affordable. Reuters reports: In June, IBM said it had developed an algorithm to run alongside quantum chips that can address such errors. In a research paper seen by Reuters to be published on Monday, IBM will show it can run those algorithms in real time on a type of chip called a field programmable gate array manufactured by AMD.

Jay Gambetta, director of IBM research, said the work showed that IBM's algorithm not only works in the real world, but can operate on a readily available AMD chip that is not "ridiculously expensive." "Implementing it, and showing that the implementation is actually 10 times faster than what is needed, is a big deal," Gambetta said in an interview. IBM has a multi-year plan to build a quantum computer called Starling by 2029. Gambetta said the algorithm work disclosed Friday was completed a year ahead of schedule.

Amazon Web Services basically invented the cloud computing business and once held nearly half the market. That dominance is slipping. AWS captured 38% of corporate spending on cloud infrastructure services last year, down from almost 50% in 2018, according to Gartner. Microsoft now grows its backlog of corporate sales faster than Amazon. The company that brushed aside incumbents and transformed an internal startup into Amazon's profit engine now faces internal bureaucracy that has slowed it down.

Bloomberg interviewed 23 current and former AWS employees who described management layers that proliferated after a pandemic hiring binge. One sales engineer who was six managers from Jeff Bezos before the pandemic found himself fifteen rungs from CEO Andy Jassy earlier this year. AWS hesitated to invest in Anthropic when the AI startup was spending most of its cash on Amazon servers.

Executives doubted the Anthropic AI could be monetized and were culturally reluctant to pay for external technology they believed could be built in-house. Google invested in early 2023. Amazon followed that September with $4 billion in commitments. On Thursday, Google said it will supply up to 1 million AI chips to Anthropic.

Intel's tick-tock development cadence will not return. CEO Lip-Bu Tan said during the company's Q3 2025 earnings call that the 18A process node will be a "long-lived node" powering at least three generations of client and server products. Intel reported its first profit in nearly two years, aided by financial support from Nvidia, Softbank, and the US government.

The company faces chip shortages that will peak in the first quarter of next year. CFO David Zinsner said Intel is prioritizing AI server chips over consumer processors. Intel will launch only one Panther Lake SKU this year and roll out others in 2026. Zinsner called Panther Lake "pretty expensive" and said Intel will push Lunar Lake chips "in at least the first half of the year."

Google and Anthropic have finalized a cloud partnership worth tens of billions of dollars, granting Anthropic access to up to one million of Google's Tensor Processing Units and more than a gigawatt of compute power by 2026. CNBC reports: Industry estimates peg the cost of a 1-gigawatt data center at around $50 billion, with roughly $35 billion of that typically allocated to chips. While competitors tout even loftier projections -- OpenAI's 33-gigawatt "Stargate" chief among them -- Anthropic's move is a quiet power play rooted in execution, not spectacle. Founded by former OpenAI researchers, the company has deliberately adopted a slower, steadier ethos, one that is efficient, diversified, and laser-focused on the enterprise market.

A key to Anthropic's infrastructure strategy is its multi-cloud architecture. The company's Claude family of language models runs across Google's TPUs, Amazon's custom Trainium chips, and Nvidia's GPUs, with each platform assigned to specialized workloads like training, inference, and research. Google said the TPUs offer Anthropic "strong price-performance and efficiency." [...] Anthropic's ability to spread workloads across vendors lets it fine-tune for price, performance, and power constraints. According to a person familiar with the company's infrastructure strategy, every dollar of compute stretches further under this model than those locked into single-vendor architectures.

Fujitsu has released a new laptop in Japan with a built-in Blu-ray drive. The FMV Note A A77-K3 includes a BDXL-compatible optical drive that can read and burn discs. Most laptop manufacturers globally stopped including optical drives in the second half of the 2010s. The Japanese market has refused to follow that trend.

Shops in Tokyo's Akihabara district recently experienced a spike in demand for optical drives and systems capable of reading Blu-ray discs, Tom's Hardware reports. Fujitsu sells two additional models in the FMV Note A line using Intel thirteenth-generation chips. Those systems include DVD drives instead of Blu-ray capability. Some other Japanese manufacturers also released optical-drive-equipped laptops earlier in 2025.

Google is migrating all its internal workloads to run on both x86 and its custom Axion Arm chips, with major services like YouTube, Gmail, and BigQuery already running on both architectures. The Register reports: The search and ads giant documented its move in a preprint paper published last week, titled "Instruction Set Migration at Warehouse Scale," and in a Wednesday post that reveals YouTube, Gmail, and BigQuery already run on both x86 and its Axion Arm CPUs -- as do around 30,000 more applications. Both documents explain Google's migration process, which engineering fellow Parthasarathy Ranganathan and developer relations engineer Wolff Dobson said started with an assumption "that we would be spending time on architectural differences such as floating point drift, concurrency, intrinsics such as platform-specific operators, and performance." [...]

The post and paper detail work on 30,000 applications, a collection of code sufficiently large that Google pressed its existing automation tools into service -- and then built a new AI tool called "CogniPort" to do things its other tools could not. [...] Google found the agent succeeded about 30 percent of the time under certain conditions, and did best on test fixes, platform-specific conditionals, and data representation fixes. That's not an enormous success rate, but Google has at least another 70,000 packages to port.

The company's aim is to finish the job so its famed Borg cluster manager -- the basis of Kubernetes -- can allocate internal workloads in ways that efficiently utilize Arm servers. Doing so will likely save money, because Google claims its Axion-powered machines deliver up to 65 percent better price-performance than x86 instances, and can be 60 percent more energy-efficient. Those numbers, and the scale of Google's code migration project, suggest the web giant will need fewer x86 processors in years to come.

Nvidia CEO Jensen Huang says his company has lost all access to China's market after U.S. export restrictions eliminated what was once a 95% share. Speaking in an interview with Citadel Securities, Huang questioned the wisdom of policies that cost America one of the world's largest markets.

The Biden Administration imposed rules in 2022 to restrict exports of Nvidia's most advanced AI chips to China. The Trump Administration blocked additional chip sales in April and later granted export licenses for certain Nvidia and AMD chips in exchange for 15% of revenues. Chinese regulators responded by telling domestic tech companies to avoid Nvidia chips designed to meet U.S. export requirements. Beijing also placed strict limits on exports of rare earths. Huang noted that about half the world's AI researchers are in China and called it a mistake not to have them build AI on American technology.

Speaking of the new MacBook Pro, which Apple launched on Wednesday, Bloomberg News reports that the company is preparing to launch a touch-screen version of its Mac computer, reversing course on a stance that dates back to co-founder Steve Jobs. From the report: The company is readying a revamped MacBook Pro with a touch display for late 2026 or early 2027 [non-paywalled link], according to people with knowledge of the matter. The new machines, code-named K114 and K116, will also have thinner and lighter frames and run the M6 line of chips. In making the move, Apple is following the rest of the computing industry, which embraced touch-screen laptops more than a decade ago.

The company has taken years to formulate its approach to the market, aiming to improve on current designs. Bloomberg News first reported in January 2023 that Apple was working on a touch-screen MacBook Pro. The new laptops will feature displays with OLED technology, the same standard used in iPhones and iPad Pros, said the people, who asked not to be identified because the products haven't been announced. It will mark the first time that this higher-end, thinner system is used in a Mac.

GrapheneOS, the privacy-focused Android fork once exclusive to Google Pixels, is partnering with a major Android OEM to bring its hardened, de-Googled OS to Snapdragon-powered flagship phones. Android Authority reports: Until now, GrapheneOS has been available only on Pixel phones, making Google's flagships popular among privacy enthusiasts, journalists, and, as a Spanish police report suggested earlier this year, even organized crime groups in Catalonia. But that Pixel exclusivity may end by 2026 or 2027. GrapheneOS revealed in a Reddit thread that it has been working with a "major Android OEM" since June 2025 to enable official support for "future versions of their existing models." These devices will reportedly use flagship Snapdragon chips, a notable shift from Google's in-house Tensor processors.

The project explained that only Pixels have met its strict security and update requirements so far. However, the new partnership suggests that another OEM is finally matching those standards. GrapheneOS also hinted that the mysterious partner's devices will be "priced similarly to Pixels" and available globally as part of the brand's standard lineup.

"Dutch authorities have temporarily nationalized Nexperia, owned by Chinese company Wingtech, over fears of critical product unavailability," writes longtime Slashdot reader evil_aaronm. Reuters reports: The Hague invoked never-before-used powers under a Dutch law known as the "Availability of Goods Act." The decision led to a 10% fall in Wingtech's shares in Shanghai on Monday. The Dutch government will not take ownership of Nexperia, but it will now have the power to reverse or block management decisions it considers harmful. The company's regular production is continuing. [...] Wingtech called the Dutch government's intervention in Nexperia, once part of Dutch electronics group Philips, "excessive interference driven by geopolitical bias." Wingtech also alleged that non-Chinese Nexperia executives had tried to forcibly alter the company's equity structure through legal proceedings in a "cloaked power grab" on the company.

A copy of an Amsterdam commercial court ruling dated October 7 and seen by Reuters showed that the court decided on October 1 to suspend Wingtech CEO Zhang Xuezheng from his position as executive director at Nexperia after finding "well founded reasons to doubt" the company was pursuing correct management policy or actions under Dutch civil law. It appointed Dutch businessman Guido Dierick to take Zhang's position with a "deciding vote", and transferred control of almost all of Nexperia's shares to a Dutch lawyer for management. The Dutch state and the company's labour council had supported the moves, the document showed. [...]

In its statement, the Dutch government said that administrative problems at Nexperia posed a threat to the company's "crucial technological knowledge" without elaborating. "The loss of these capabilities could pose a risk to Dutch and European economic security," it said. Nexperia is one of the world's largest makers of simple computer chips such as diodes and transistors, though it also develops more advanced technologies such as "wide gap" semiconductors used in electrical settings and useful for electric cars, chargers and AI data centres. Wingtech said in a filing to the Shanghai stock exchange on Monday that its control over Nexperia would be temporarily restricted due to the Dutch order and court rulings, affecting decision making and operational efficiency.

OpenAI and Broadcom are working together to develop and deploy 10 gigawatts of custom AI chips and computing systems over the next four years, a high-profile partnership aimed at satisfying some of the startup's immense computing needs. From a report: OpenAI plans to design its own graphics processing units, or GPUs, which will allow it to integrate what it has learned from developing powerful artificial-intelligence models into the hardware that underpins future systems. As part of the agreement announced Monday, the chips will be co-developed by OpenAI and Broadcom and deployed by the chip company starting in the second half of next year. The new agreement will be worth multiple billions of dollars, people familiar with the matter said.

Broadcom specializes in designing custom AI chips that are specifically tailored to certain artificial-intelligence applications. It began working with OpenAI on creating a custom chip 18 months ago, and the companies broadened their partnership to include work on related components, including server racks and networking equipment.

The Wall Street Journal marvelled at AMD's "game-changing deal" this week with OpenAI, calling it "the culmination of an extraordinary, decade-long turnaround effort, solidifying AMD's status as Nvidia's most legitimate competitor." Shortly after taking charge of the company in 2014, [CEO] Su implemented a systematic plan to eat Intel's lunch, which she accomplished by going after Intel's main product lines while it was bogged down by manufacturing problems. Now, Su has set her sights on Nvidia, the $4.5 trillion chips behemoth led by her cousin, Jensen Huang. Some analysts believe that if Su can sign up more big customers for its AI chips, AMD could join the $1 trillion valuation club before too long.
"With this, it's natural to ask: Did AMD just say checkmate to Nvidia?" asks the Motley Fool investment site. But their answer seems to be "no"... AMD has increased its push into the AI market over the past few years, launching the AMD Instinct line of accelerators, and in the latest quarter, predicted its MI350 series would drive revenue growth in the second half of the year. Some analysts have said that AMD's innovations position it to compete with Nvidia's Blackwell architecture and chip — released late last year — but Nvidia's commitment to release upgrades on an annual basis could keep it a step ahead when it comes to overall GPU performance and therefore revenue. Big tech companies are looking for the most powerful compute available — and so far, they know they can find that at Nvidia...

[AMD's deal this week] is indeed an interesting operation, ensuring the company a major position in this infrastructure scale-up phase. [Nvidia CEO] Huang has said AI infrastructure spending may reach $4 trillion by the end of the decade, and this represents an enormous opportunity for chip designers such as AMD and Nvidia. So, the OpenAI deal is positive for AMD — but I wouldn't say it's negative for Nvidia. This chip giant signed its own deal with OpenAI last month, and it involves the deployment of 10 gigawatts of Nvidia systems across data centers...

A quick comparison of the two deals: The Nvidia-OpenAI agreement involves more gigawatts, and Nvidia isn't giving up a stake in its business — on top of this, though Nvidia is offering OpenAI funding, this will result in revenue growth as OpenAI returns to Nvidia to order GPUs. This pretty much guarantees that Nvidia will be the chip designer to benefit the most as OpenAI expands — and AMD isn't about to step ahead of the market leader. All of this means that, yes, AMD should score a win thanks to its agreement with OpenAI and this may boost its growth in the market. But the chip designer can't say "checkmate" to its bigger rival as Nvidia is perfectly positioned to maintain its lead over the long term.